Basic project planning and scheduling features

InLoox PM facilitates to edit your project planning in a time-saving way. Combine project planning with the work packages for the detailed project planning. Create project groups to overview the deadlines and resource capacity over the projects. Find out more about the features on the InLoox PM Ribbon that allow you to create and edit the planning.

In the project, on the Start tab, click Planning to open the Planning page. On this page you will find the following features:

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Features on the Edit tab

Create and edit an activity To create a new activity, click on the Edit tab in the Edit group New activity. To edit an already existed activity, select an activity from the planning list. On the Edit tab, in the Edit group click Edit.

Create and edit a milestone To create a new milestone click New Milestone on the Edit tab, in the Edit group. To edit an already existed one, select a milestone from the planning list and click Edit in the Edit group.

Use the multi selection for simultaneous editing of the planning elements. Click the first planning element you want to edit and hold the Ctrl key on the keyboard while clicking on all the planning elements you want to edit. Then click Edit on the Edit tab, in the Edit group.

Remove a planning element Select the planning element from the planning list you want to remove. On the Edit tab, in the Edit group, click Delete.

Assign or delete a work package Select a planning element from the planning list and click New Work Package, in the Edit group, on the Edit tab. If you want to delete the work package, click Remove Work Package, in the Edit group.

Create your planning faster Use the Copy and Paste commands from the Edit group on the Edit tab to copy already existing planning elements and insert them into a new planning. You can edit the newly created elements as you want.

Change the order of the planning elements Use the arrows Up and Down in the Arrange group. By clicking on these vertical arrows, you can move the selected item up and down in the list.

Group the planning elements Create or dissolve a group by using the arrows Left and Right, in the Arrange group.

The selected planning element will be grouped one level below by clicking Right.

Click Left to move the selected planning element one group level up.

Mark a planning element as done Select an activity or milestone from the planning list, which is finished, and click Done in the Highlight group on the Edit tab.

Highlight a planning element in the planning list Select one planning element from the planning list and click Flag in the Highlight group on the Edit tab. Choose one color from the drop-down list.
Now you can see the selected flag in the planning list next to the element. The flag highlights the planning elements only in the list.

Highlight a planning element in the Gantt chart Select one planning element from the planning list and click Color in the Highlight group on the Edit tab. Click the color circle to select a user-defined color from the color spectrum. Click the arrow to see a compact pre-selection of standard colors. The planning element will be displayed in the Gantt chart in the selected color.

Display the important planning elements on the timeline Select planning elements you need and click Add to timeline, in the Highlight group.

Synchronize a planning element with Outlook elements Select one element from the planning list and click Synchronize with in the Action group on the Edit tab. Select either Outlook Task or Outlook Calendar from the drop-down list. For more information, see Quick access panels for tasks and calendar, in the InLoox PM elements in the Outlook task list / the Outlook calendar section.

Create planning snapshot Record the current state of your Gantt planner at different times. Click Snapshot in the Action group, on the Edit tab.

Remove the defined constraints of planning elements Select from the planning list an element with time constraints and click Remove Constraint in the Action group, on the Edit tab. For more information about constraints, see Create dependencies between planning elements.

Remove the dependency between planning elementsClick Remove Dependency in the Actions group on the Edit tab. The defined dependency will be deleted and you can move the elements as you like.

You can undo an action, e.g. if you have accidently deleted one planning element. On the top left Planning page click Undo.

Features on the Templates tab

Create your planning by using templates Use a previously saved planning as a template. On the Templates tab, in the Action group, click Import Templates or choose a saved one in the InLoox PM Templates group from the gallery view. For more information on templates, see the category Planning templates.

Save an existing planning as a template in your data or in a gallery view On the Templates tab in theExport/Import group click Export Template to save a mind map, in order to insert it as a picture or in other format to PowerPoint, Word or in the other project. You can also save the existing planning by clicking Export Template in the InLoox PM Templatesgroup, on the Templates tab.

Send a planning as a template via email On the Templates tab, in the Action group, click Send Template by Mail. In the opened email, enter the recipient and additional text if you like and click Send. The planning is already attached to the email.